Who Owns ISHARES TR (IYF)? -- Institutional Holders (2026-03-31)
512 institutions reported holding $2.02B of ISHARES TR (IYF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fisher Asset Management, LLC ($202.1M), BANK OF AMERICA CORP /DE/ ($181.9M), MORGAN STANLEY ($181.3M), Phoenix Financial Ltd. ($140.8M), PGIM Custom Harvest LLC ($125.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $202.1M | 1.7M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $181.9M | 1.5M | Trimmed |
| 3 | MORGAN STANLEY | $181.3M | 1.5M | Trimmed |
| 4 | Phoenix Financial Ltd. | $140.8M | 1.2M | Hold |
| 5 | PGIM Custom Harvest LLC | $125.8M | 1.1M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $83.6M | 710,650 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $75.9M | 645,442 | Added |
| 8 | LPL Financial LLC | $65.9M | 560,433 | Trimmed |
| 9 | TWO SIGMA INVESTMENTS, LP | $65.8M | 559,000 | New |
| 10 | WELLS FARGO & COMPANY/MN | $50.1M | 425,495 | Trimmed |
| 11 | UBS Group AG | $47.9M | 407,414 | Trimmed |
| 12 | Steward Partners Investment Advisory, LLC | $38.1M | 324,033 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $37.0M | 314,780 | Added |
| 14 | Royal Bank of Canada | $35.0M | 297,765 | Added |
| 15 | FMR LLC | $33.3M | 283,210 | Trimmed |
| 16 | Magnus Financial Group LLC | $24.3M | 206,631 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 199,475 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $22.6M | 191,709 | Trimmed |
| 19 | SCOTIA CAPITAL INC. | $19.8M | 168,436 | Added |
| 20 | Thrivent Financial for Lutherans | $17.8M | 151,549 | Added |
| 21 | Cetera Investment Advisers | $17.1M | 145,255 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $16.2M | 137,776 | Trimmed |
| 23 | JPMORGAN CHASE & CO | $15.6M | 135,622 | Trimmed |
| 24 | PATTEN & PATTEN INC/TN | $13.8M | 116,943 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 114,417 | Added |
Source: SEC Form 13F filings · as of 2026-03-31